Rockefeller Capital Management
MOS icon

Rockefeller Capital Management’s The Mosaic Company MOS Stock Holding History

Rockefeller Capital Management’s Portfolio MOS Stock Details MOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.52M Buy
59,434
+28,369
+91% +$778K ﹤0.01% 1422
2025
Q4 		$748K Buy
31,065
+11,382
+58% +$307K ﹤0.01% 1694
2025
Q3 		$683K Sell
19,683
-320
-2% -$11K ﹤0.01% 1619
2025
Q2 		$730K Buy
20,003
+4,764
+31% +$153K ﹤0.01% 1430
2025
Q1 		$412K Sell
15,239
-9,225
-38% -$244K ﹤0.01% 1539
2024
Q4 		$603K Sell
24,464
-86
-0.4% -$2.25K ﹤0.01% 1417
2024
Q3 		$658K Sell
24,550
-4,097
-14% -$113K ﹤0.01% 1357
2024
Q2 		$829K Buy
28,647
+7,538
+36% +$227K ﹤0.01% 1276
2024
Q1 		$685K Sell
21,109
-5,531
-21% -$176K ﹤0.01% 1384
2023
Q4 		$952K Sell
26,640
-85,451
-76% -$3.02M ﹤0.01% 1155
2023
Q3 		$3.99M Sell
112,091
-4,065
-3% -$156K 0.02% 627
2023
Q2 		$4.07M Buy
116,156
+58,567
+102% +$2.26M 0.02% 645
2023
Q1 		$2.64M Buy
57,589
+24,221
+73% +$1.17M 0.01% 728
2022
Q4 		$1.46M Sell
33,368
-3,919
-11% -$194K 0.01% 865
2022
Q3 		$1.8M Buy
37,287
+3,882
+12% +$201K 0.01% 790
2022
Q2 		$1.58M Buy
33,405
+3,724
+13% +$228K 0.01% 837
2022
Q1 		$1.97M Buy
29,681
+7,363
+33% +$368K 0.01% 803
2021
Q4 		$876K Buy
22,318
+2,975
+15% +$114K ﹤0.01% 1097
2021
Q3 		$690K Buy
19,343
+16,845
+674% +$539K ﹤0.01% 1143
2021
Q2 		$79K Buy
2,498
+301
+14% +$10.2K ﹤0.01% 1894
2021
Q1 		$69K Buy
2,197
+145
+7% +$4.28K ﹤0.01% 1764
2020
Q4 		$47K Buy
2,052
+1
+0% +$20 ﹤0.01% 1704
2020
Q3 		$37K Sell
2,051
-83
-4% -$1.35K ﹤0.01% 1599
2020
Q2 		$27K Buy
2,134
+31
+1% +$371 ﹤0.01% 1577
2020
Q1 		$23K Buy
2,103
+906
+76% +$15.4K ﹤0.01% 1462
2019
Q4 		$26K Buy
1,197
+555
+86% +$11K ﹤0.01% 1320
2019
Q3 		$13K Sell
642
-954
-60% -$20.8K ﹤0.01% 1346
2019
Q2 		$40K Buy
1,596
+1,003
+169% +$24.5K ﹤0.01% 861
2019
Q1 		$16K Buy
+593
New +$18.1K ﹤0.01% 1335

Other funds holding MOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Rockefeller Capital Management's MOS Position: Q1 2026 in Review

Rockefeller Capital Management increased its The Mosaic Company (MOS) stake by 91% in Q1 2026, buying an estimated $778K and bringing the position to 59,434 shares worth $1.52M. The position accounts for ﹤0.01% of the portfolio, ranked #1422.

Rockefeller Capital Management first reported a position in MOS in Q1 2019 and has held it in 29 quarters since. The position peaked at $4.07M in Q2 2023. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • Rockefeller Capital Management held 59,434 shares of The Mosaic Company worth $1.52M as of Q1 2026.
  • Rockefeller Capital Management bought 28,369 The Mosaic Company shares in Q1 2026, an estimated $778K.
  • The Mosaic Company made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1422 holding.
  • Rockefeller Capital Management first reported a position in The Mosaic Company in Q1 2019 and has held it in 29 quarters since.
  • Rockefeller Capital Management's The Mosaic Company position peaked at $4.07M in Q2 2023.
  • 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.